Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MSCFX (MAIRS & POWER SMALL CAP FUND INVESTOR CLASS) 15.18% 32.03% 11.65% 2.24% 6.92% NA NA
Data as of 06/09/2026, Common starting date is 08/11/2011
More Performance Analytics Comparison
Name Start Date End Date
MSCFX (MAIRS & POWER SMALL CAP FUND INVESTOR CLASS) 08/11/2011 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -1.35 32.03 11.65 2.24 6.92 NA NA 15.18 3.96 7.25 11.04 -19.02 16.17 7.23 21.13 -6.91 7.64 27.27 -4.67 6.73 38.75 30.60 12.18
Sharpe Ratio NA 1.38 0.41 -0.03 0.22 NA NA 1.36 0.04 0.19 0.37 -0.75 0.81 0.16 1.24 -0.50 0.58 1.66 -0.30 0.43 2.69 1.84 0.85
Standard Deviation(%) NA 21.15 21.77 22.56 23.23 NA NA 22.41 24.87 19.59 20.04 27.29 19.88 42.87 15.85 16.78 12.03 16.34 15.76 15.61 14.41 16.72 40.47
Draw Down(%) NA 13.19 29.65 34.89 40.89 NA NA 13.19 27.27 10.13 19.46 22.69 15.39 40.89 9.16 23.64 7.73 10.11 15.22 11.26 7.05 8.87 16.38
Yield(%) 0.00 2.55 1.93 0.96 2.27 4.12 3.09 0.00 2.33 2.32 0.74 0.14 0.05 0.64 3.64 4.23 3.55 2.43 1.11 2.28 2.18 1.29 0.07
Data as of 06/09/2026, Common starting date is 08/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSCFX (MAIRS & POWER SMALL CAP FUND INVESTOR CLASS) -5.71%
Mar 2017 – Mar 2020
-0.14%
Sep 2018 – Sep 2023
4.04%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSCFX (MAIRS & POWER SMALL CAP FUND INVESTOR CLASS) 29.63%
Sep 2011 – Sep 2014
20.90%
Sep 2011 – Sep 2016
15.77%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return